secwatch.observer — SEC 8-K summary
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Issuer:     AppLovin Corp (APP)
CIK:        0001751008
Form:       8-K
Filed at:   2026-02-11T23:59:59+00:00
Accession:  0001751008-26-000005
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AppLovin Q4 revenue $1.66B (+66% YoY); adj. EBITDA $1.40B; Q1 guide rev $1.75B
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- Q4 revenue $1.66B (+66% YoY); full-year revenue $5.48B (+70% YoY).
- Q4 net income $1.10B (+84% YoY); adjusted EBITDA $1.40B (+82% YoY).
- Q4 free cash flow $1.31B; full-year free cash flow $3.95B.
- Q1 2026 guidance: revenue $1.745-$1.775B, adj. EBITDA $1.465-$1.495B (84% margin).
- Stock buyback: $482M in Q4, $2.58B for full year 2025.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1751008/000175100826000005/0001751008-26-000005-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1751008/000175100826000005/app-20260211.htm
  HTML page:      https://secwatch.observer/filing/0001751008-26-000005

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer